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+10%
This Month
+70.46%
Year To Date
+224.95%
2 Years
+248.96%
5 Years
+327.58%
10 Years
+27.84%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology66.72%
- 🖥️ Technology Services33.28%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq100%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States100%
Dividends
Dividend Yield
0%
0 out of 2 instruments pay dividend.
0 dividend payments in the next 30 days.
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.1/10
Beta
1.87
1.87
0
0.8
1.2
0
2
Sharpe Ratio
0.63
0.63
0
0.5
1
1.5
1.5
Sortino Ratio
1.14
1.14
0
1
2
3
3
Jensen's Alpha
11.79
11.79
-2
0
2
12
12
Omega Ratio
1.39
1.39
0
1
1.5
2.5
2.5
Treynor Ratio
1.56
1.56
0
0.75
1.25
2
2
Information Ratio
0.45
0.45
0
0.3
0.6
1
1
Calmar Ratio
0.38
0.38
0
0.3
0.6
1
1
Beta
1.87
1.87
0
0.8
1.2
0
2
Sharpe Ratio
0.63
0.63
0
0.5
1
1.5
1.5
Sortino Ratio
1.14
1.14
0
1
2
3
3
Jensen's Alpha
11.79
11.79
-2
0
2
12
12
Omega Ratio
1.39
1.39
0
1
1.5
2.5
2.5
Treynor Ratio
1.56
1.56
0
0.75
1.25
2
2
Information Ratio
0.45
0.45
0
0.3
0.6
1
1
Calmar Ratio
0.38
0.38
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
176.02
High:
AMD
183.1AMDLow:
PLTR
142.85PLTRDetails
PEG Ratio
115.37
High:AMD
147.81AMDLow:PLTR
50.33PLTRDetails
Price/Book
15.45
High:PLTR
35.97PLTRLow:AMD
14.11AMDDetails
Price/Sales
26.91
High:PLTR
62.4PLTRLow:AMD
24.58AMDDetails
Price/CF
38.39
High:PLTR
138.09PLTRLow:AMD
34.27AMDDetails
Price/FCF
43.34
High:PLTR
139.89PLTRLow:AMD
38.87AMDDetails
P/E Ratio
176.02
High:AMD
183.1AMDLow:PLTR
142.85PLTRDetails
PEG Ratio
115.37
High:AMD
147.81AMDLow:PLTR
50.33PLTRDetails
Price/Book
15.45
High:PLTR
35.97PLTRLow:AMD
14.11AMDDetails
Price/Sales
26.91
High:PLTR
62.4PLTRLow:AMD
24.58AMDDetails
Price/CF
38.39
High:PLTR
138.09PLTRLow:AMD
34.27AMDDetails
Price/FCF
43.34
High:PLTR
139.89PLTRLow:AMD
38.87AMDDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-68.38% | Nov 2021 | Nov 2024 | 36 |
-30.87% | Feb 2025 | Sep 2025 | 7 |
-27.13% | Nov 2025 | Apr 2026 | 5 |
-17.5% | Feb 2021 | Oct 2021 | 8 |
-12.2% | Jul 2026 | Sep 2026 | 2 |